《大行》交银国际:10月研选配置兼顾防御与收益 看好英伟达/腾讯等

阿斯达克财经
Oct 05

交银国际发表研究报告指,9月海外股市涨少跌多,美欧日央行皆加息,港股延续调整,短期内或可更侧重防御;配置上建议哑铃型结构,两端兼顾成长与防御。该行指出,在通胀黏性、货币政策转向及AI科技叙事背景下,流动性与估值扩张空间或受约束,哑铃组合在不同情景下均具备弹性。该行公布10月研选,包括英伟达(NVDA.US)  ,看好长期AI需求的可持续性;敏实集团(00425.HK) ,传统业务保持韧性,新业务...

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